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Hide delivered or invoiced lines?

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Posted on by LL-10051122-0

Hi,

I have quite a few sales orderns that contains a lot of already delivered and invoiced lines but also one or two lines with back ordered quantity that has not yet been delivered/invoiced to the customer.

Is there a way to make these sales orders more easy to read, by hinding the already delivered lines?

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Yi Yong 2,700 Super User 2026 Season 1 on at

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Hello,

On the sales lines, there is 'Outstanding Qty' and 'Qty. Shipped not Invoiced' field.

You can perform sorting on them to have the relevant lines on top.

'Outstanding Qty' -> not shipped and not invoiced

'Qty. Shipped not Invoiced -> quantity pending invoice

You can only personalize them via role -> customize pages.

https://learn.microsoft.com/en-us/dynamics365/business-central/ui-personalization-manage

If you have 'Default Quantity to Ship' as Remainder (under Sales & Receivables Setup) then you can have the same result by sorting on 'Qty. to Ship' or 'Qty. to Invoice'.

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LL-10051122-0 4 on at

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Thank you for your relpy, Yi Yong.

So, sorting on invoiced is possible but no way of hiding lines with total quality already shipped/invoiced?

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Yi Yong 2,700 Super User 2026 Season 1 on at

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Hello,

You could do a filter on the field.

For example, set a filter on 'Qty. Shipped not Invoiced' with <> 0 or >0 will only show the pending invoice lines.

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Valentin Castravet 32,509 Super User 2026 Season 1 on at

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Just to add more information, you can also try using the Sales Lines Page. As this page is easier to filter and filters can be saved as well.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Jun Wang 8,212 Moderator on at

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you could also send the lines to an excel and filter from there. Or you can open the lines in a new window as below then filter as needed,

Jun Wang

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Saurav.Dhyani 14,419 User Group Leader on at

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Hi,

If this is something that you want for all sales orders, then ask a developer to apply filter on the page.

Then it will work with all documents.

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube

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